acobloom

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Marketing Plan for UK accounting and USA CPA
firms
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SWOT (Strengths, Weaknesses,
Opportunities, Threats) Analysis
Know what youre good at, and where theres room
for improvement. Be aware of business risks and
opportunities for your accounting firm.
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Services to be Marketed Accounts, Bookkeeping,
Tax Preparation
Find out the answer of the following
questions Which of your outsourced bookkeeping
firms' services are the most profitable? Which
ones are likely to be of interest to
prospects? Which are the easiest to sell?
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Consultative Selling
When selling to a client, try to do consultative
selling. Consultative selling helps sell your
tax preparation outsourcing services but will
also help you to build trust. Make sure you are
asking relevant questions about their pain
points which will end up creating trust with
your potential client.
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Realistic Goals and Time Frames
What are you aiming to achieve? How long should
it take you to reach your goals? How will you
measure your progress? Which cloud accounting
software is going to use to scale your short and
long term goals?
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Marketing Tactics
Put together a schedule of the actions youll
take to reach your goals. Marketing new ideas to
your clients in their line of business can also
help build trust in you in the capacity of an
accountant and in the capacity of the
organization.
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Power of Social Networks
Maintain your social media accounts with the
latest updates on how your company works, team
members, engagement, etc.
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• AcoBloom International

One of the t op accounting outsourcing companies
in India m arketing_at_acobloom.com